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iShares Morningstar Mid-Cap Growth ETF

352 hedge funds and large institutions have $2.05B invested in iShares Morningstar Mid-Cap Growth ETF in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 159 increasing their positions, 87 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CF
301
Centaurus Financial
California
$108K
MWM
302
MGB Wealth Management
Texas
$108K
OSAM
303
O'Shaughnessy Asset Management
Connecticut
$83.1K
HNB
304
Huntington National Bank
Ohio
$76.4K
OA
305
Operose Advisors
Wisconsin
$73.5K
MFT
306
Moisand Fitzgerald Tamayo
Florida
$64K
GWS
307
Greykasell Wealth Strategies
California
$60.5K
NS
308
NBC Securities
Alabama
$60.1K
TCM
309
TD Capital Management
Tennessee
$59.7K
AAS
310
Ameritas Advisory Services
Nebraska
$58.3K
GEA
311
Glen Eagle Advisors
New Jersey
$56.8K
Russell Investments Group
312
Russell Investments Group
United Kingdom
$53.4K
Franklin Resources
313
Franklin Resources
California
$51.9K
MA
314
MCF Advisors
Kentucky
$45.5K
GF
315
GGM Financials
Ohio
$44.2K
TFGT
316
TS Financial Group (TSFG)
Illinois
$43K
SL
317
Salomon & Ludwin
Virginia
$42.9K
HHGA
318
Halbert Hargrove Global Advisors
California
$38.1K
CAL
319
Capital Advisors Ltd
Ohio
$37K
Fifth Third Bancorp
320
Fifth Third Bancorp
Ohio
$36.9K
OC
321
Oakworth Capital
Alabama
$34.7K
SJIM
322
St. Johns Investment Management
Florida
$33.1K
BCWM
323
Bartlett & Co Wealth Management
Ohio
$33.1K
WAG
324
Windsor Advisory Group
Ohio
$30.6K
NRG
325
Nemes Rush Group
Michigan
$30.2K